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Oak Harbor Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Oak Harbor Wealth Partners’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.02K Hold
50
– – ﹤0.01% 210
2026
Q1 		$5.04K Hold
50
– – ﹤0.01% 262
2025
Q4 		$5.08K Buy
+50
New +$5.16K ﹤0.01% 265

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Oak Harbor Wealth Partners's TLH Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 50 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Oak Harbor Wealth Partners first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.08K in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Oak Harbor Wealth Partners held 50 shares of iShares 10-20 Year Treasury Bond ETF worth $5.02K as of Q2 2026.
  • Oak Harbor Wealth Partners left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Oak Harbor Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $5.08K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.